See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,476 | $62,586+70.1% | $76,768+38.7% | $64,186+65.9% |
| Participation rate | 85.2% | 72.8%+12.4pp | 77.0%+8.2pp | 69.6%+15.6pp |
| Annual return | -3.51% | -1.95%-1.6pp | 2.43%-5.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,322 | $1,832-27.9% | $2,485-46.8% | $2,381-44.5% |
| Participant deferral / active EE | $4,931 | $3,145+56.8% | $3,852+28.0% | $3,470+42.1% |
| Admin fee / account holder | $555 | $4,667-88.1% | $6,675-91.7% | $4,888-88.7% |